Company Description

Areas of expertise include retirement planning, retirement income sustainability, education planning, insurance planning and risk management, and emergency planning and disaster preparedness. Clients are generally individuals, families, retirees, and small businesses.

We compete based upon service, expertise, experience and price.

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA / SIPC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA). (Financial Planning Hawaii) and JWC/ JWCA are unaffiliated entities.

Products & Services

Investment Portfolio Management ,   IRA and Small Business Retirement Plans (401(k), Defined Benefit Plans, etc) ,   Insurance Risk Management ,   Education Planning and Funding ,   Estate Planning ,   insurance planning and risk management ,   education planning ,   Social Security Planning ,   Retirement Savings and Retirement Spending Stress Testing ,   emergency planning and disaster preparedness ,   Creditor Protection Considerations ,   Retirement planning ,   IRA and Small Business Retirement Plans ,   Tax Planning & Optimization ,   Employee Benefits Reviews ,   Saving for College ,   retirement income sustainability ,   Asset Registration and Beneficiary Designation Reviews